Claim Profile
DM

Dallas Jane Main

POLARIS INVESTMENT PARTNERS, INC·JOHNS ISLAND, South Carolina
Unclaimed Profile
30 FENWICK HALL ALLEE, JOHNS ISLAND, SC 29455CRD# 2275421Firm CRD# 106711
01

About

Dallas Jane Main is a registered financial advisor based in JOHNS ISLAND, South Carolina, affiliated with POLARIS INVESTMENT PARTNERS, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
POLARIS INVESTMENT PARTNERS, INC
POLARIS INVESTMENT PARTNERS, INC
AUM
$39M
Regulatory assets under management
Employees
3
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2275421
Firm CRD# 106711
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in JOHNS ISLAND?

Browse all registered financial advisors in JOHNS ISLAND, South Carolina or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Dallas Jane Main offer?
Dallas Jane Main specializes in Investment Management, Retirement Planning. Contact their office in JOHNS ISLAND, South Carolina for a consultation.
What are Dallas Jane Main's credentials?
Dallas Jane Main is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dallas Jane Main located?
Dallas Jane Main is based in JOHNS ISLAND, South Carolina, working with POLARIS INVESTMENT PARTNERS, INC. Their office serves clients in the JOHNS ISLAND metropolitan area and surrounding communities.
How does Dallas Jane Main charge for services?
Dallas Jane Main's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POLARIS INVESTMENT PARTNERS, INC?
POLARIS INVESTMENT PARTNERS, INC has approximately 3 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty